Looks pretty good to me. They have better looking growth metrics...

Looks pretty good to me. They have better looking growth metrics than other recent marketplaces (hipages, bikeexhcange).

Good consistent growth, high burn a few years ago but they're closing the burn rate towards profitability.

Looks to me like they need to work on the number of 'power users'. Out of the entire marketplace of workers - only a small portion use it often - that could limit their growth in the future unless they focus on getting more repeat usage. They also don't seem to have much of a moat protecting them from ServiceSeeking or other handyman marketplaces taking their turf (other than the many millions of marketing spend).

Pretty good though - i like it.